RSMUS.comPosts tagged with : Tips and Tricks
Discover more on Tips and Tricks
A new approach to Fundraising – Microsoft Cloud for Nonprofit
As the world becomes more interconnected and technology continues evolving, nonprofits constantly search for new and innovative ways to raise...
Member Scoring Analytics for Not-For-Profit (NFP) Organizations
The RSM DDS Data Analytics team recently created Power BI reports that tracks Member Scoring Analytics for Not-For-Profit (NFP) organizations....
Person-Centered Systems: Part 3
So what have we learned? First, in an increasingly decentralized world, where remote work has become more prevalent, it is...
A Microsoft Packed Toolbox for Grants Organizations
If you have been following my series, “A Microsoft Packed Toolbox for Fundraising Organizations,” found here, you may have anticipated...
Dynamics 365 For Finance and Supply Chain, Manufacturing, Microsoft, Uncategorized
Excel Power Query and Power Pivot with Dynamics 365 Finance and Supply Chain
Businesses and users will have requirements to combine various data sets for ad-hoc reporting needs. These data sets could include...
OpenAir: Custom Utilization Reporting
One common request our clients have is to create a custom calculation for utilization reporting. In this example, we will...
Using Assignment Groups in OpenAir
An Assignment group is a list of employees selected from all the active employees in the system. Assignment groups allow...
OpenAir Custom Calculations and Reporting
A custom calculation allows you to create a more specific calculation in the system than what comes out of the...
Saved Search on System Notes Fields
Purpose: Saved Search to show the latest edit to a record using System Notes fields Use Case: Vendor Edits to...
Using Advanced Filters in NetSuite OpenAir
Purpose: Using advanced filters to refine list views to display the data you need. The steps below will aid users...